A powerful recovery across Asia

On-demande webinar

A powerful recovery across Asia

This on-demand webinar dedicated to Asia and Emerging Market – discusses key investment themes that will drive Asia and Emerging Market Fixed Income in 2021. Our team shared their expectations around various countries’ paths to recovery and discussed allocation preferences across Asia and Emerging Markets from a fixed income perspective.

The Singapore-based investment team behind our award-winning Asia credit franchise of USD 5.7 billion AuM¹ addressed the following:

• Recalibrate extent and impact of higher systemwide indebtness – following a decade of tepid global growth and record debt levels, the Covid crisis has abruptly raised debt levels for Emerging Markets even further and put immense pressure on both sovereign and corporate creditworthiness.

• Project strength of the recovery – the potent mix of a Biden US presidency, rapid vaccine development, free-trade deals across Asia and China’s rapid closure of its output gap will likely lead to a powerful cyclical recovery across Asia and Emerging Markets in 2021. 

• Discuss opportunities and allocation preferences – our investment team expects the services-led recession to end in 2021, but the recovery across Emerging Markets will likely be multi-speed, uneven and complex. In fact, some of these countries may never recover from a creditworthiness perspective.

Click here to watch our on-demand Macro Outlook for Asia and Emerging Market Fixed Income webinar 

source.

¹ Source: LOIM, as of 30 October 2020. Lipper award winner for 2018 (UK), 2019 (Germany, Austria) and 2020 (Switzerland, Nordics, France) and Fund Selector Asia Platinum Award Winner. Awards and ratings subject to change without notice. Past performance is not a guide to future performance.

This document has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
Lombard Odier Investment Managers (“LOIM”) is a trade name.
This document is provided for information purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This material does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. This document is the property of LOIM and is addressed to its recipient exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. This material contains the opinions of LOIM, as at the date of issue.
Neither this document  nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.
Source of the figures: Unless otherwise stated, figures are prepared by LOIM.
Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.
Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change. They should not be construed as investment advice.
No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A prior consent. ©2021 Lombard Odier IM. All rights reserved.